194
194
Jan 22, 2013
01/13
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CNBC
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sure enough it fell after the election and we did get pumme d pummeled. but most impressed me was what she told us on november 20th. when everyone was ready to freak out at that moment, at that chicken little moment, when all the worry warts were out in full force she told us to stop worrying. she sent me this, holy cow, this is out of sink with what we were thinking. at the time. the s&p is at 1387. now it is at 1492. in short, brodin nailed a 100 point move. in two months what a great grab. look at that. she nailed that. i might be a charrist, but the charts don't have emotions. they aren't about the fiscal cliff. it is totally working this market. so i have to go back to the well. what can i tell you, we want to know what the queen thinks it could go next. take a look at this chart. the s&p said it would. and totally there after. she told us that the low was likely to be pivotal. as a key part of her methodology. these numbers are 23.6%. 38.2%. and 69.1%. it is erie and according to many technicians it is a crucial inte turning point and you apply the
sure enough it fell after the election and we did get pumme d pummeled. but most impressed me was what she told us on november 20th. when everyone was ready to freak out at that moment, at that chicken little moment, when all the worry warts were out in full force she told us to stop worrying. she sent me this, holy cow, this is out of sink with what we were thinking. at the time. the s&p is at 1387. now it is at 1492. in short, brodin nailed a 100 point move. in two months what a great...
225
225
Jan 29, 2013
01/13
by
CNBC
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eye 225
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ammo sales spiked saturday before the election and have continued strong. next we recommend that the house divided between food service equipment and cranes cannot stand. to me, the reaction to the streets to caterpillar's earnings and the sharply better than expected earnings with equipment used for construction tells me that is indeed worth the price of the equipment. suggests to me that the industry has too much value in it to not be unlocked by a motivated suitor. let's not forget the run by kitchen equipment maker, middlebee when they purchased the viking range system. the company could afford to take a run at the entire $2.3 billion system or seek to purchase the business. which for a while the remaining business. what do you say about a company that mizzed it's projections so far and created a product that might have a 40% failure rate. for most companies, i would say it would be on the 52 week low list. but not if it is johnson and johnson. the reason are, people continue to speculate that j and j will join the ranks of the older high flying farm ph
ammo sales spiked saturday before the election and have continued strong. next we recommend that the house divided between food service equipment and cranes cannot stand. to me, the reaction to the streets to caterpillar's earnings and the sharply better than expected earnings with equipment used for construction tells me that is indeed worth the price of the equipment. suggests to me that the industry has too much value in it to not be unlocked by a motivated suitor. let's not forget the run...
86
86
Jan 25, 2013
01/13
by
CNBC
tv
eye 86
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quote 0
positive jobless numbers are occurring because of the certainty that comes from putting a presidential election and a tax fight behind us. plus, the warring political parties seem to have smoked a peace pipe. it does seem like a truce at hand deferring a ridiculous and harmful government shutdown. throwing a huge turn in china that converts believers every day along with stabilization of europe and you know why our multinational companies have at last powered higher. all that good news in the jobs it creates are causing a radical revision in what we're willing to pay for future earnings. that's right, the price to earnings multiple, the ratio of how much we'll pay for the profits companies are going to have down the road is headed north and therefore so are the stock prices. we're willing to pay up because of the prospect that things are, indeed better. let me show you what i mean. let's take the transports. they've been scorching, scorching despite the index being home to money losing airlines, beaten down trucking companies, worldwide freight plays, and the railroads -- which were just annihi
positive jobless numbers are occurring because of the certainty that comes from putting a presidential election and a tax fight behind us. plus, the warring political parties seem to have smoked a peace pipe. it does seem like a truce at hand deferring a ridiculous and harmful government shutdown. throwing a huge turn in china that converts believers every day along with stabilization of europe and you know why our multinational companies have at last powered higher. all that good news in the...
142
142
Jan 29, 2013
01/13
by
CNBC
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eye 142
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it's a new development and it comes on the heels of romney losing the election. cantor is very close to business. he speaks to a lot of the execs, he does like job creation. he doesn't want his legacy to be that he obstructed business progress. yet that had become his modus operandi. this story tells me, take washington off the business pages for a while and let the market run. stop worrying about sequestration, start worrying about which companies will do better. we'd all be doing the public a good service if we pay attention to the fact that cantor and the republicans might be out of the way as therefore would be the democrats. then there are the lead stories in both the "new york times" and the "wall street journal" today. these are incredibly meaningful. it's about how we could be on the verge of immigration reform, immigration reform and immigration reform. i know we all know that the top in housing was caused in part by a crackdown on immigration that required documentation for new home buyers. when you lost that stream of hard-working home buyers without p
it's a new development and it comes on the heels of romney losing the election. cantor is very close to business. he speaks to a lot of the execs, he does like job creation. he doesn't want his legacy to be that he obstructed business progress. yet that had become his modus operandi. this story tells me, take washington off the business pages for a while and let the market run. stop worrying about sequestration, start worrying about which companies will do better. we'd all be doing the public a...